Associate - Investment Specialist - Equities
JPMorganChase
You are a strategic thinker passionate about driving solutions in International Equities. You have found the right team.
As an Investment Specialist Professional within our International Equities Group, you will partner with portfolio management and cross-functional teams to deliver client materials, analytics, and insights that support portfolio reviews, client engagement, and business growth. You will support portfolios by owning client materials, preparing portfolio reviews, and delivering data‑led insights in partnership with portfolio managers and cross‑functional teams. You handle ad hoc requests, maintain consultant databases, complete RFP/RFI/DDQs, and streamline reporting while tracking industry and competitive intelligence.
Job Responsibilities
- Update and improve client pitchbooks and review materials to reflect latest data and messaging.
- Prepare portfolio review materials and performance commentary for client and investor meetings.
- Respond to ad hoc stakeholder requests with accurate, timely, data‑led analysis.
- Maintain and update consultant databases in partnership with the dedicated data team.
- Complete RFPs, RFIs, and DDQs with a focus on precise, data‑driven responses.
- Attend portfolio manager meetings and capture notes for Investment Specialist use.
- Liaise with client service, reporting, and technology teams to streamline and verify client data.
- Monitor industry databases and publications for competitive, market, and marketing insights.
- Collaborate with portfolio management desks to align materials with product and market views.
- Ensure data quality, consistency, and on‑time delivery across all client materials and reports.
- Prioritize competing deliverables and adapt to changing timelines and demands.
Required qualifications, capabilities and skills
- At least 4 years experience in financial product analysis, marketing, or client service.
- Excellent written and verbal communication skills in English.
- Strong numerical, analytical, and problem‑solving skills.
- Proficiency in Microsoft PowerPoint and Word.
- Proficiency in Microsoft Excel
- Ability to manage priorities and ad‑hoc requests in a fast‑paced environment.
- Willingness to work in a team‑oriented, collaborative environment.
- Self‑motivated with a strong work ethic and attention to detail.
- Strong educational credentials.
Preferred qualifications, capabilities and skills
- Experience with consultant databases and RFP/RFI/DDQ processes.
- Exposure to international equities and portfolio review workflows.
- Familiarity with industry and competitive intelligence sources.
- Experience improving reporting processes and templates.
- Experience partnering with technology teams to enhance data flows.
- Experience producing client‑ready materials for institutional audiences.
- CFA or progress toward CFA is a plus.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Propel client materials, insights, and collaboration to enhance International Equities portfolios and promote growth